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Atria Wealth Solutions’s TransUnion TRU Stock Holding History

Atria Wealth Solutions’s Portfolio TRU Stock Details TRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$259K Sell
2,938
-737
-20% -$61.5K 0.01% 1237
2025
Q1 		$305K Sell
3,675
-405
-10% -$37K ﹤0.01% 1452
2024
Q4 		$378K Sell
4,080
-491
-11% -$49.7K ﹤0.01% 1414
2024
Q3 		$479K Buy
+4,571
New +$412K 0.01% 1269

Other funds holding TRU

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Atria Wealth Solutions's TRU Position: Q2 2025 in Review

Atria Wealth Solutions reduced its TransUnion (TRU) stake by 20% in Q2 2025, selling an estimated $61.5K and leaving 2,938 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #1237.

Atria Wealth Solutions first reported a position in TRU in Q3 2024 and has held it in 4 quarters since. The position peaked at $479K in Q3 2024. 544 funds tracked by Wall St. Rank hold TRU as of Q2 2025.

  • Atria Wealth Solutions held 2,938 shares of TransUnion worth $259K as of Q2 2025.
  • Atria Wealth Solutions sold 737 TransUnion shares in Q2 2025, an estimated $61.5K.
  • TransUnion made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1237 holding.
  • Atria Wealth Solutions first reported a position in TransUnion in Q3 2024 and has held it in 4 quarters since.
  • Atria Wealth Solutions's TransUnion position peaked at $479K in Q3 2024.
  • 544 funds tracked by Wall St. Rank held TransUnion as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.